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iShares Russell 1000 Value ETF
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Overview Fund Activity

1,456 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 536 increasing their positions, 409 reducing their positions, and 48 closing their positions.

Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.49%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.87%
New
219
Increased
536
Reduced
409
Closed
48
Calls
$17.3M
Puts
$13.9M
Net Calls
+$3.37M
Net Calls Change
-$10.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$7.92B
2
BlackRock
2
BlackRock
New York
$792M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.15B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$463M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$80.2M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.29B
2
JHU
2
Johns Hopkins University
Maryland
$231M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.76B
4
BWCS
4
Beirne Wealth Consulting Services
Connecticut
$14.7M
5
UBS Group
5
UBS Group
Switzerland
$1.08B
Name Market Value Shares Shares
Change 		Shares
Change %
CFO
126
Callan Family Office
Pennsylvania
$27.5M 181,143 +181,143 New
GAB
127
German American Bancorp
Indiana
$27.4M 180,394 +8,795 +5%
BPWM
128
Badgley Phelps Wealth Managers
Washington
$26.8M 176,908 +23,925 +16%
UCFA
129
United Capital Financial Advisors
Texas
$26.6M 175,696 -5,489 -3%
CA
130
Cambridge Associates
Massachusetts
$26.1M 171,956 +171,956 New
Kayne Anderson Rudnick Investment Management
131
Kayne Anderson Rudnick Investment Management
California
$25.4M 167,438 +46,763 +39%
Nuveen Asset Management
132
Nuveen Asset Management
Illinois
$25.4M 167,167 +20,173 +14%
PFP
133
Pinnacle Financial Partners
Tennessee
$25.3M 166,864 +14,969 +10%
AAP
134
Arax Advisory Partners
Colorado
$24.9M 164,267 -11,219 -6%
RWG
135
Regal Wealth Group
California
$24.7M 162,971 +1,211 +0.7%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$24.3M 160,523 +15,322 +11%
CAM
137
Crestone Asset Management
Colorado
$24.3M 160,085 +20,840 +15%
Boston Partners
138
Boston Partners
Massachusetts
$24M 152,434 +61,808 +68%
MWM
139
Mission Wealth Management
California
$23.4M 154,500 +67,648 +78%
AF
140
Affiance Financial
Minnesota
$23.3M 153,912 -9,381 -6%
JBA
141
Johnson Bixby & Associates
Washington
$23.2M 153,006 +6,446 +4%
JE
142
JMAC Enterprises
Pennsylvania
$23M 151,548 -3,044 -2%
WA
143
Waverly Advisors
Alabama
$22.7M 149,464 +37,662 +34%
NA
144
NewEdge Advisors
Louisiana
$22.6M 157,352 -31,984 -17%
NW
145
NewEdge Wealth
Pennsylvania
$22.6M 149,044 +149,044 New
IUHSA
146
Itau Unibanco Holding S.A.
Brazil
$22.3M 147,198 -24,714 -14%
FA
147
FDx Advisors
Illinois
$21.7M 143,314 -4,578 -3%
GSAM
148
Grant Street Asset Management
Pennsylvania
$21.4M 141,169 +953 +0.7%
LNC
149
Lincoln National Corp
Pennsylvania
$21.1M 139,138 -10,086 -7%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$21M 135,625 +3,651 +3%
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